Engine maintenance values continue to outpace aircraft

Maintenance costs outpace aircraft values as A320neo crosses 50% threshold, creating risks and opportunities for lessors in an evolving market.

Fares likely to fall not rise with oil spikes

Addressing the travel myth the airlines are quite satisfied with you believing

737-800 expected to achieve six-year economic advantage over 737-8

Economic analysis reveals 737-800s may outlast newer 737-8s in fleet decisions due to maintenance cost advantages and fuel price dynamics.

The global decline of the Southwest Effect

Stimulation ain't what it used to be

737NG and A320CEO first shop visit wave yet to arrive

Most 737-800 and A320ceo shop visit waves won't arrive until the 2030s, creating potential value opportunities for aircraft lessors in the coming decade.

2026 forecast suggests airlines will adjust to overcapacity by 2030

Our global forecast shows a shift from aircraft shortage to oversupply by 2030, driven by premium travel trends and changing GDP relationships.

Aircraft Intelligence Monthly - February 2026

Trend of up-gauging slowly reversing, impacting future supply. Near-complete shift to A321neo orders causing some carriers concern. A321neo increasingly focused on high density and LCC presence. A220-500 set to be seat-cost leader, but not a threat to A320neo. Percentage of parked GTF fleet reducing, but quantities remain elevated. International travel decline to U.S. signals long-term impact

Low-cost overcapacity in US still masking overall market health

ULCC growth outpaced GDP since 2015, creating overcapacity masked by low inflation until 2017. Spirit's exit won't fix long-term issues.

A220-500: seat cost sniper, not 737-8 killer

Understanding both sides of the A220-500 "simple stretch" compromise and why Boeing isn't losing any sleep over it.

Slowing conversions stabilizing 737-800 freighter market

737-800 freighter oversupply stabilizing as conversions slow and passenger demand soars, with fleet equilibrium expected by 2028.

Infodemic: The Frontier bankruptcy rumors

Looking past the debunked bankruptcy rumors to the source in order to understand a potential strategic move

Slowing middle class expansion lags capacity growth in Latin America

The disconnect is not yet concerning for the region, however a trend worth nothing. Latin America has not regained the emergence of the middle class at a rate it was seeing prior to 2020.

A320-200 fleet demographics and values - January 2026

Aviation's power dynamic in 2026

Engine OEMs, Airframers, and Airlines. It all comes down to the "Or What?"

Regional aviation market enters era of stability and renewed demand

Regional aviation shows surprising resilience post-COVID with growth exceeding sector rates, limited production options creating stability.

Could Delta's 787-10 order be a win for Airbus?

Delta just ordered 30 787s, resurrecting a 2005 order from Northwest. Could this ultimately be a win for Airbus?

Delta 787-10 order matches widebody strategy – boosts A350 prospects

Delta's return to the Boeing 787 after a decade hints at widebody reshuffling across US airlines amid supply constraints.

Narrowbody engine lease rates eclipse aircraft in unsustainable trend

New generation narrowbody engines face durability challenges creating unsustainable market dynamics with engine lease rates now exceeding aircraft

Aging 777 fleet operations threatened by PW4000 parts scarcity

PW4000-powered 777 fleets face critical spare parts shortages and MRO capacity constraints, forcing operators to reduce aircraft utilization.

Aircraft Intelligence Monthly - January 2026

Engine maintenance values continue to outpace aircraft. 737-800 expected to achieve six-year economic advantage over 737-8. 737NG and A320CEO first shop visit wave yet to arrive. Traffic shifting from traditional economic relationship. 2026 forecast suggests airlines will adjust to overcapacity by 2030. Low-cost overcapacity in US still masking overall market health. Widebody shift benefits both Boeing and Airbus. Delta 787-10 order matches widebody strategy – boosts A350 prospects

Record backlogs: 2025 widebody orders soar despite production lags

Record widebody orders in 2025 create unprecedented backlogs despite production constraints, raising questions about supply-demand balance.

Singapore Airlines proves growth not required for profitability

Singapore Airlines maintains strong profitability despite limited growth, challenging aviation's "grow or die" philosophy as a future model.

LEAP-1A/1B intervals extending, but remain well below CFM56

LEAP engines show modest maintenance improvements but still fall far short of CFM56 performance, with shop visits driven by HPT issues.

A321-200 fleet demographics and values - December 2025

A330neo tailwinds expected to lift fleet as Trent 7000 problems resolve

A330neo poised for growth as Trent 7000 engine durability improves dramatically and widebody shortages create market opportunities ahead.